← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
Emerald Advisers
Emerald Advisers
Pennsylvania
$28.8M +$2.99M 1 1.17% Increased
177
CCM
Clearfield Capital Management
New York
$28.8M +$26.9M 1 5.4% New
178
BCPEM
Bain Capital Public Equity Management
Massachusetts
$28M -$86.9M 1 1.77% Reduced
179
Palisade Capital Management
Palisade Capital Management
New Jersey
$27.5M +$436K 2 0.98% Increased
180
Westfield Capital Management
Westfield Capital Management
Massachusetts
$27.4M +$25M 1 0.21% New
181
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.2M +$322K 3 0.36% Increased
182
LSV Asset Management
LSV Asset Management
Illinois
$26.9M -$5.82M 2 0.04% Reduced
183
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.6M -$1.08M 4 0.11% Reduced
184
Nomura Holdings
Nomura Holdings
Japan
$25.9M +$602K 2 0.05% Increased
185
Two Sigma Advisers
Two Sigma Advisers
New York
$25.5M -$9.25M 3 0.07% Reduced
186
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$25.4M +$1.07K 3 0.97% Increased
187
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$25M +$2.3M 2 0.08% Increased
188
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25M -$621K 3 0.21% Reduced
189
JIR
James Investment Research
Ohio
$25M -$1.93M 1 0.84% Reduced
190
NP
Ninepoint Partners
Ontario, Canada
$24.9M +$23.3M 1 1.75% New
191
TimesSquare Capital Management
TimesSquare Capital Management
New York
$24.9M -$3.42M 1 0.17% Reduced
192
Seizert Capital Partners
Seizert Capital Partners
Michigan
$24.8M -$8.07M 1 0.91% Reduced
193
GH
GAM Holding
Switzerland
$24.7M -$13.1M 2 1.04% Reduced
194
CF
Cypress Funds
California
$24.5M $0 1 5.01% Maintained
195
BB&T Securities
BB&T Securities
Virginia
$24.3M -$506K 3 0.33% Reduced
196
MCM
McKinley Capital Management
Alaska
$24.2M -$5M 1 0.99% Reduced
197
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$23.9M +$2.44M 1 1% Increased
198
KBC Group
KBC Group
Belgium
$23.8M -$288K 4 0.22% Reduced
199
Advisors Asset Management
Advisors Asset Management
Colorado
$23.7M -$919K 4 0.4% Reduced
200
TPSF
Texas Permanent School Fund
Texas
$23.2M -$318K 4 0.3% Reduced